Skip to main content
Livermore
Livermore
ZHEN

PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

USB holding history

US Bancorp DE in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
9,314
Value
$562.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of USB by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,314$562.6K<0.1%+47+0.5%AddedHolders
Q1 20269,267$482.0K<0.1%+179+2.0%AddedHolders
Q4 20259,088$485.0K<0.1%+130+1.5%AddedHolders
Q3 20258,958$432.9K<0.1%+29+0.3%AddedHolders
Q2 20258,929$404.0K<0.1%+747+9.1%AddedHolders
Q1 20258,182$345.4K<0.1%+847+11.5%AddedHolders
Q4 20247,335$350.8K<0.1%+83+1.1%AddedHolders
Q3 20247,252$331.6K<0.1%−81−1.1%ReducedHolders
Q2 20247,333$291.1K<0.1%+248+3.5%AddedHolders
Q1 20247,085$316.7K<0.1%+172+2.5%AddedHolders
Q4 20236,913$299.2K<0.1%−435−5.9%ReducedHolders
Q3 20237,348$242.9K<0.1%+1,185+19.2%AddedHolders
Q2 20236,163$203.6K<0.1%−3,309−34.9%ReducedHolders
Q1 20239,472$341.5K<0.1%+1,198+14.5%AddedHolders
Q4 20228,274$360.8K0.1%−1,477−15.1%ReducedHolders
Q3 20229,751$393.0K0.1%+1,895+24.1%AddedHolders
Q2 20227,856$362.0K0.1%+345+4.6%AddedHolders
Q1 20227,511$399.0K0.1%+286+4.0%AddedHolders
Q4 20217,225$406.0K0.1%+89+1.2%AddedHolders
Q3 20217,136$424.0K0.1%−56−0.8%ReducedHolders
Q2 20217,192$410.0K0.1%+12+0.2%AddedHolders
Q1 20217,180$397.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.